The net profit of 9 solid-state battery concept stocks is expected to double in 2021, including Ningbo Shanshan Co.Ltd(600884) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Ganfeng Lithium Co.Ltd(002460) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Guangzhou Tinci Materials Technology Co.Ltd(002709) .
China’s first duty-free solid-state battery passenger car
The Ministry of industry and information technology recently released the catalogue of new energy vehicle models exempted from vehicle purchase tax (the 51st batch). Dongfeng Fengshen E70 solid-state battery vehicle independently developed by Dongfeng Technology Center was listed among them and obtained the tax-free license. This is the first solid-state battery passenger car in China to obtain a tax-free license, marking that Dongfeng company took the lead in mass production of solid-state battery vehicles.
solid state battery is considered as the next generation technology of liquid battery. At present, it has become an important development direction of power battery. solid state battery has more stable mechanical and chemical properties of electrolyte, and its static and cycle life will be greatly improved; It is insensitive to temperature and can maintain the discharge power at – 50 ℃ ~ 200 ℃, which can greatly alleviate the problem of battery capacity attenuation in winter; The energy density has been greatly improved and is expected to reach 2-10 times that of the current ternary lithium battery.
According to Guangzhou Daily, last September, Volkswagen invested in the establishment of a new battery R & D center to prepare for mass production of batteries. Meanwhile, BMW and Ford are accelerating the research and development of solid-state batteries and announced that they will carry vehicles for actual road test in 2022.
According to the Research Report of Galaxy Securities in September last year, a series of global giant car companies, including Toyota, Volkswagen, BMW and Ford, have published on the promotion speed of solid-state batteries, which is expected to enter the road measurement or mass production application stage of solid-state batteries in 2025.
In addition to the above four enterprises, other vehicle enterprises generally choose technical solutions such as hydrogen fuel cell, hybrid + PHEV combination or 400V and 800V architecture. As there is still great room for improvement in the power level of new energy vehicles, whether the solid-state battery can be in place in one step has little impact. However, when the solid-state battery develops to the state of mass production, it is bound to become the technical trend leading the development of new energy vehicles.
northbound capital increased its holdings of three concept stocks
According to the statistics of , at present, there are 23 stocks involving the concept of solid-state battery. As of the closing on February 25, the total value of a stock market of these concept stocks exceeds trillion yuan , which is equivalent to the market value of the steel industry. Since February, concept stocks have increased by an average of 5.25%, slightly outperforming the Shanghai index in the same period. During this period, according to the rough calculation of the average transaction price of the interval, the increased holdings of Beishang funds exceeding 100 million yuan are Beijing Easpring Material Technology Co.Ltd(300073) , Gem Co.Ltd(002340) , Ningbo Shanshan Co.Ltd(600884) respectively. At the same time, financiers focused on adding positions in four shares, including Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Chongqing Sokon Industry Group Stock Co.Ltd(601127) , Ningbo Shanshan Co.Ltd(600884) , with net purchases exceeding 100 million yuan.
Jiangsu Guotai International Group Co.Ltd(002091) on February 15, it was mentioned on the interactive platform that the company has continuously carried out relevant R & D investment and accumulation in new batteries. At present, it has successfully developed and mass produced ditrifluoromethylsulfonimide (LiTFSI) and has been applied to solid-state lithium-ion batteries.
Ganfeng Lithium Co.Ltd(002460) on February 11, the interactive platform responded that the production capacity of metal lithium is currently 2000 tons, with full production and sales. Metal lithium is mainly used in aerospace, military industry, medicine, solid-state batteries and other fields.
Beijing Easpring Material Technology Co.Ltd(300073) on January 28, it was revealed on the interactive platform that the company has completed the development and batch shipment of solid-state lithium battery materials, and signed a strategic agreement on the supply of solid-state lithium battery products with Weilan new energy in the next four years.
Weichai Power Co.Ltd(000338) said on the interactive platform on February 11 that projects related to solid-state lithium batteries are advancing in an orderly manner. Solid oxide fuel cell has high efficiency, wide fuel adaptability and wide application scenarios. At present, the company’s first 30kW solid oxide fuel cell cogeneration system has been put into operation in Weifang. The fuel used is natural gas, which has obvious advantages in energy conservation and emission reduction compared with traditional coal heating.
According to the statistics of databao, calculated according to the lower limit of net profit of performance express and forecast, the net profit of nine solid-state battery concept stocks is expected to double in 2021, including Ningbo Shanshan Co.Ltd(600884) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Ganfeng Lithium Co.Ltd(002460) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Guangzhou Tinci Materials Technology Co.Ltd(002709) . Ningbo Shanshan Co.Ltd(600884) has the highest pre increase. The company expects the net profit in 2021 to be 3.39 billion yuan, with a year-on-year increase of 21.46 times to 23.56 times. In terms of valuation level, as of February 25, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Weichai Power Co.Ltd(000338) , Jiangsu Guotai International Group Co.Ltd(002091) , Jinlongyu Group Co.Ltd(002882) and other four shares had a rolling P / E ratio of less than 20 times.
